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Jeffrey Bruce Goldman

Managing Member, Chief Compliance OfficerLife Planning Advisors LLCCRD 2110174

About Jeffrey Bruce Goldman

Jeffrey Bruce Goldman is listed as Managing Member, Chief Compliance Officer at Life Planning Advisors LLC in Bigfork, MT. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Life Planning Advisors LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jeffrey Bruce Goldman work?

Jeffrey Bruce Goldman is listed as Managing Member, Chief Compliance Officer at Life Planning Advisors LLC on SEC Form ADV.

How much of Life Planning Advisors LLC does Jeffrey Bruce Goldman own?

Form ADV reports a beneficial ownership band of Over 75%.

Life Planning Advisors LLC

TitleManaging Member, Chief Compliance Officer
OwnershipOver 75%
Control personYes
Since2009
View Life Planning Advisors LLC →